+469.4%
ASX vs IQV
+10.6%
+458.8%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.6% | +6.1% | +7.8% |
| 7D | -12.3% | +7.9% | -20.2% | -14.3% |
| 30D | -26.0% | +7.3% | -33.3% | -27.5% |
| 3M | -8.1% | +16.8% | -24.9% | -12.7% |
| 6M | +1.4% | +56.0% | -54.6% | -15.1% |
| YTD | +115.6% | +23.7% | +91.9% | +95.5% |
| 1Y | +128.0% | +32.5% | +95.5% | +100.0% |
| 3Y | +371.4% | +45.3% | +326.1% | +275.9% |
| 5Y | +469.4% | +10.7% | +458.7% | +410.4% |
| All | +469.4% | +10.6% | +458.8% | +410.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded IQV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling